1. Planning & forecasting with SQL Server, Excel and SharePoint Simon Lidberg Principal System Engineer – Microsoft BI

2. Who is Simon? Worked with databases since 1998 Worked with SQL Server since 1998 Worked at Microsoft since 2000 Focused on BI since 2007

3. Created by end users No traceability Error prone Manual process Data Mart Data Warehouse CRMCRM Sales Analytics PlanningPlanningDashboardDashboard Management Reporting Planning and Performance Management today

4. Typical planning solution

5. Microsoft solution

6. Partner solutions Tagetik DS Panel Canvas planning Others

7. Planning based on SQL, Excel and SharePoint

8. Writeback in SSAS Demo

9. Writeback in SSAS Minimize number of dimensions Use the correct grain Proper partitioning

10. Writeback in Excel Demo

11. Writeback in Excel Controlling allocations http://blogs.msdn.com/b/querysimon/archive/2011/05/22/how-to-control-allocations-when-using- write-back-in-excel-2010.aspx http://blogs.msdn.com/b/querysimon/archive/2011/05/22/how-to-control-allocations-when-using- write-back-in-excel-2010.aspx Extending the Office interface http://www.rondebruin.nl/ribbon.htm

12. Sharepoint workflows Demo

13. Sharepoint workflows http://office.microsoft.com/en-us/visio-help/create-import-and-export-sharepoint-workflows-in-visio- HA101888007.aspx

14. Planning based on SQL, Excel and SharePoint

15. Summary Great solution for general planning Simple to configure and use Builds on stuff that the customers own and use

16. Notes (hidden) http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=21103 http://www.rondebruin.nl/contextualtabs.htm http://www.microsoft.com/download/en/confirmation.aspx?id=21103 http://dotnetfinder.wordpress.com/2010/07/24/creatingcustomsharepointtimerjob2010/

17. THANK YOU! For attending this session and PASS SQLRally Nordic 2011, Stockholm